See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
RAYMOND JAMES FINANCIAL SERVICES1+ years Service code 55 · EIN 59-2937883 | Other Commissions | $10,368 |
Service code 37 · EIN 04-2647786 | Loan Processing | $300 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,786 | $85,766+35.0% | $136,294-15.0% | $70,131+65.1% |
| Participation rate | 81.2% | 74.2%+7.0pp | 81.9%-0.8pp | 69.5%+11.6pp |
| Annual return | 15.89% | 31.45%-15.6pp | 5155.94%-5140.0pp | 73.14%-57.2pp |
| Employer contribution / active EE | $1,378 | $2,966-53.5% | $4,695-70.6% | $2,342-41.2% |
| Participant deferral / active EE | $9,364 | $5,051+85.4% | $6,247+49.9% | $3,332+181.1% |
| Admin fee / account holder | $4 | $5,420-99.9% | $9,243-100.0% | $4,645-99.9% |